Articles

The Monthly Edit – April 2026

Market headlines Risk appetite rebounded sharply, reversing March weakness Financial markets staged a strong recovery as easing geopolitical tensions and resilient Q1 earnings helped restore confidence, with global equities posting strong gains and leadership…

The Monthly Edit – March 2026

Market headlines Geopolitics dominated market direction Financial markets were driven by fast moving geopolitical developments, with policy and macro data repeatedly taking a back seat to headline risk and shifts in sentiment. Energy prices reflected rising risk…

The Monthly Edit – January 2026

Market headlines Global equities began 2026 on a firm footing US markets extended late‑2025 momentum with broader participation across small‑ and mid‑cap names. However, geopolitical tensions and volatility in technology kept overall risk appetite uneven. Ex-US…

The Monthly Edit – January 2026

Market headlines Global equities began 2026 on a firm footing US markets extended late‑2025 momentum with broader participation across small‑ and mid‑cap names. However, geopolitical tensions and volatility in technology kept overall risk appetite uneven. Ex-US…

The Monthly Edit – December 25

Market headlines Global equities end the year on a strong note Despite some late-December volatility, global equities posted nearly +20%for the third consecutive year. Returns broadened across regions and sectors. European markets gained over 20%, UK large-caps and…

The Monthly Edit – October 2025

The Monthly Edit – October 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Equities resilient amid uncertainty Global equity markets held firm in October, buoyed by solid corporate earnings and…

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The Monthly Edit – September 2025

The Monthly Edit – September 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Another positive month for equities Global equity markets reached all-time highs as investors gained confidence from…

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The Monthly Edit – August 2025

The Monthly Edit – August 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equity markets reach all-time highs – US equities were boosted by a strong Q2 earnings season, with more than 80% of…

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The Monthly Edit – July 2025

The Monthly Edit – July 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities notch up fresh record US dollar highs in July. The MSCI All Country World Index in US dollar terms notched…

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The Monthly Edit – June 2025

The Monthly Edit – June 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities in US dollar terms back to record highs in June. The MSCI All Country World Index in US dollars was back to…

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The Monthly Edit – May 2025

The Monthly Edit – May 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Equity markets notch up a decent month, as the continued tariff pause spurs relief rally. May saw equity markets continue…

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